Videos

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

On the Microsoft Dynamics 365 YouTube channel, you can find videos created by Microsoft that demonstrate a wide range of business solutions for Dynamics 365 products. This section lists the "how-to" videos for finance and operations apps that are hosted on the channel.

Note

Some of the videos listed were published under a previous product name, but they're still applicable.

Videos for finance and operations development and administration

Data integration

• Synchronize a work order between Dynamics 365 for Field Service and finance and operations apps

Data management

• Use data entities and data packages

Development

• Optimization advisor
• Setting up a development branch and build
• Setting up a development machine
• Azure DevOps integration with Lifecycle Services

Intelligence

• How to edit an embedded report in an analytical workspace
• How to embed PowerBI.com reports in finance and operations apps
• Bring your own database (BYOD) to finance and operations apps
• How to use cost management Power BI content in Dynamics 365

Lifecycle Services

• Asset library in Lifecycle Services
• Cloud-hosted environments
• Creating support tickets from Dynamics 365 for Operations
• Deploying environments
• Getting started with Lifecycle Services
• Deploying code to a sandbox environment
• Deploying code to a production environment
• Implementation projects in Lifecycle Services
• Manage the code upgrade and tool process
• Managing business process libraries in Lifecycle Services
• Methodologies in Lifecycle Services
• Request a production environment
• Refreshing data in a production environment
• Uptake a new platform release after Platform update 3
• Use telemetry to monitor key performance counters in Dynamics Lifecycle Services

Regression suite automation tool (RSAT)

• How to use task recorder to create a test case for the Regression suite automation tool (RSAT)
• How to create a test plan in Azure DevOps to use with the Regression suite automation tool (RSAT)
• How to use the Regression suite automation tool (RSAT)
• The improved Excel experience in Regression Suite Automation Tool (RSAT) 2.0

Videos for Dynamics 365 Finance

Business document management

• Create a new business document using Business Document Management

Customize the app

• Add custom fields
• Embed Power Apps

Financial reporting

• Find the version of Report designer

Help system

• How to contribute to the Microsoft Dynamics 365 documentation

Office integration

• Create an Excel template for header and line patterns

Organization administration

• Document management

Revenue recognition

• How to use revenue recognition

Tax engine

• Tax engine overview

Videos for Dynamics 365 Supply Chain Management

Business document management

• Create a new business document using Business Document Management

Costs

• Cost control mobile workspace
• Get started with Cost accounting
• Use Excel for cost analysis

Customer portal

• Overview of the Customer portal template
• Invite customers to register and use your customer portal

Help system

• How to contribute to the Microsoft Dynamics 365 documentation

Master planning

• Master planning setup wizard

Office integration

• Create an Excel template for header and line patterns

Organization administration

• Document management

Procurement and sourcing

• Approve purchase orders on a mobile device
• Onboard a new vendor

Product information management

• Change management capabilities

Production control

• Batch balancing
• Enhancements to the production order release process
• Visual scheduling with Gantt chart for production and batch orders

Warehouse management

• Release production picking to the warehouse in batch
• Use warehouse template to copy configuration

FastTrack Tech Talks

FastTrack Tech Talks focus on providing technical depth and best practices that give customers and partners detailed knowledge that's specific to the subject areas.